Documents Checklist


 

  • Document Checklist

    Please use the secure box below to upload the listed documents. Statements should list individual investment positions. Please upload scanned documents or PDFs only. If you do not feel comfortable uploading your documents, please email them to Servicing@merkleteam.com, or drop them off at the office.
  • Please upload scanned documents or PDFs only.
    Drop files here or
    Max. file size: 300 MB.

    Have a question?

    If you need immediate assistance or have questions, feel free to give us a call at 515-278-1006 and someone from our Client Experience Team will be able to assist you!

    Call Now Button